Powering Possibilities

Interviewer: Enrique Gonzalez, Head of SS&C GlobeOp, Australia and New Zealand Interviewee: Bhagesh Malde, Global Head of SS&C GlobeOp Interview qus: Why is Australia a strategic piece for SS&C's business expansion? How crucial is technology for SS&C in delivering offerings within the Australian market? What role does innovation play in SS&C's strategy for Australia and New Zealand? Given Australia's distance from the rest of the world, how does SS&C's global presence enhance its offerings here and create a local feel? How large is SS&C's presence in Australia, and how many staff members do you have locally?

In the first episode of 2025 on the Middle East Series, we welcome Dr. Ryan Lemand, Co-Founder and CEO of Neovision Wealth Management. With extensive experience in investment management and regulation, Dr. Lemand shares valuable insights on the latest trends in fund structures, and the impact of GCC funds passporting. We also discuss the evolving regulatory landscape and what the future holds for investment management in the UAE. Tune in for expert perspectives on navigating the Middle East's financial ecosystem. To learn more, visit our Resource Center.

Join Denis Stolyarov in an engaging discussion with Bhagesh Malde, Global Head of SS&C GlobeOp, Fund Services, as they delve into how cutting-edge technology is reshaping fund services and enabling Middle East fund managers to thrive. With Abu Dhabi Finance Week (ADFW) on the horizon, hear insights on SS&C's AI and RPA capabilities, ahead of panel session with SS&C's CEO Bill Stone at ADFW, highlighting the future of financial innovation. To learn more, visit our Resource Center.

In this episode, Denis Stolyarov sits down with the founder of 10 Leaves Rohit Ghai, a leading consultancy for investment funds. Together, they explore the current trends in the UAE's fund setup landscape and how technology is reshaping the operation of investment funds. Tune in for expert insights and emerging opportunities in the evolving investment fund sector. Learn More https://www.ssctech.com/insights/uae-resource-center

In this episode, the discussion revolves around the investment flows between the US and the Middle East, highlighting asset classes and emerging trends shaping these cross-border investments. The episode also explores the growing financial services partnerships between these regions, delving into the regulatory framework in the UAE and how US firms approach it. Learn More https://www.ssctech.com/insights/uae-resource-center

In the fifth episode we sit down with Obediah Ayton, Director of Dhabi Hold Co and Chairman of ADFO Summits, a notable UAE Family Office event. Obediah sheds light on Family Offices in the Middle East, explaining how they differ from traditional family-holding groups and how they influence the regional economy. He also emphasizes the significance of technology in driving innovation within the industry. Tune in to gain insights into the distinct features of Family Offices and their role in shaping the Middle Eastern business landscape. Learn More https://www.ssctech.com/insights/uae-resource-center

Join us for the latest episode of our Middle East Series as we delve into a conversation with Bharath Shivappa, Executive Vice President of Market Development at Abu Dhabi's International Financial Centre, ADGM. Bharath reveals the secrets behind ADGM's meteoric rise to becoming the fastest-growing international financial centre in the region for two consecutive years. Positioning Abu Dhabi as a global financial powerhouse, ADGM is attracting prominent asset management companies. Discover why Abu Dhabi is acclaimed as the "capital of capital" and gain insights into ADGM's future growth plans straight from Bharath himself. Learn More https://www.ssctech.com/insights/uae-resource-center

Members of Angel Oak's Institutional Client Group sat down with technology solutions provider SS&C Technologies to discuss the ongoing demand from insurance companies that want to add residential loans to their investment portfolios.

In our latest episode of the Middle East Podcast Series, we sit down with Oscar Orellana-Hyder, Co-Founder at Cordell Partners, to uncover the ins and outs of talent recruitment in the Middle East. From discussing the unique challenges and exciting opportunities of hiring locally to exploring the thriving financial markets in the UAE and KSA regions, we offer a glimpse into salary comparisons with global hubs like New York and London. Join us as we decode the future trends of the Middle Eastern job market and the growing trend of professionals moving to the region for career advancement. For more information about how SS&C can support funds in UAE - https://www.ssctech.com/insights/uae-resource-center.

In our second episode, we welcome Ali Hassan, Senior Representative for Europe and North America at the Dubai International Financial Centre, DIFC. Our conversation delves into the recent trend of funds, managers and firms establishing their presence in Dubai, specifically within the DIFC. Ali sheds light on the strategic advantages that the UAE, and the DIFC specifically, offer including regulatory benefits, a thriving financial ecosystem, and the broader appeal of the UAE as a global business hub. This episode is a must-listen for fund managers and financial enthusiasts looking to understand why the UAE and why Dubai, and the DIFC in particular, is becoming a hotbed of activity.

In our first episode in a series of podcasts, looking at the investment and Alternative Funds landscape in the Middle East, we ask ''What are the attractions making the UAE such a magnet for global funds and talent?''. Join us as we chat with our distinguished guest, Muneer Khan, Regional Head - Middle East at Simmons & Simmons, who sheds light on why Dubai and Abu Dhabi are such thriving hubs for fund managers and an attractive destination for global talent. Muneer also shares his predictions on what he believes the future holds for Funds and talent in the region. This 10-minute conversation promises valuable insights into the attractions of the Middle East for fund managers, investors, and any financial institution looking to set up their presence locally in the UAE.

Some investors may that they've outgrown their fund administrator, but feel the decision to change to a new fund administrator can be a daunting one. Listen to SS&C's Celia Choh discuss with NT Asset's Marayart Teeratomorn about their own recent conversion experience and how the right fund administrator with a modern, scalable technology infrastructure and a capable team can make your transition seamless and painless.

Evaluate and enhance your investment strategies with timely and accurate investment performance measurement and reporting. In this podcast, SS&C Managing Director Julian Webb discusses how technology and services are helping to meet today's performance and reporting expectations, such as: Reduced turnaround time Operational efficiency Customized output and reporting Compelling digital experiences Find out how SS&C can help service your investment performance and reporting.

Provide your clients with a compelling user experience and enhance your reporting activities with today's digital tools. SS&C Director Mike Kendall outlines how and why, with insights gained from his role as head of client communications solutions. Topics include: Gaining process automation and customization Providing consistency, segmentation and self-service Meeting the unique needs of institutional and wealth managers, respectively Scoping the digital transformation journey Find out how SS&C Vision FI can help you design, produce and distribute high-quality print and digital client communications at scale.

In part 2 of this series, SS&C's Johnine Kilgallon continues the conversation with colleagues Colin Haggart and Adrian Beattie, Nicola Cowman (Carne Group) and Arun Neelamkavil (Independent Fund Consultant) about the types of European fund structures available to North American Managers. This final episode looks at the similarities to structures already familiar to North American Managers and the options of fund domicile and their various nuances that are available in Europe. Episode one can be found here.

Listen to our podcast with SS&C's Phil Chu and guests Martin O'Regan, Founder and Managing Director, Solas and Billie-Jo Dixon, Practice Lead, Bovill, as we discuss the genesis of the VCC, where it stands today, and things to consider if you're considering applying for a VCC, and more...

Our panel of experts discuss the European alternative fund landscape and why North American Managers are expanding into this market including addressing current hot topics and ways to establish a presence in Europe. The panel delve into various distribution channels and the parties required to be a success in Europe. Links mentioned in this episode: https://www.ssctech.com/contact-sales

Mark Elliott, Director of Performance Measurement & Attribution Solutions at SS&C, shares his insights on ways to elevate performance measurement and attribution in this podcast. The 20-year veteran expert discusses our client profile, the common performance measurement challenges they face, and best practices to resolve those challenges. Handling the onslaught of data amidst accuracy and timeliness demands Moving from reactive, laborious processes to real value-adding activity Tailoring performance attribution to your firm's distinctiveness Communicating with and enabling stakeholders For more information, visit https://www.ssctech.com/solutions/products-a-to-z/sylvan.

Join our final middle office podcast with Johnine Kilgallon (Managing Director, Business Development) and Eric Reichenberg (Director, Valuations) which looks at Voluntary Corporate Actions. Links mentioned in this episode: Voluntary Corporate Action Service Brochure

Launching a hedge fund involves planning for operations as well as overall strategy. A strong operational setup positions you to get up and running smoothly and ready to start growing. One option to launch quickly is to partner with a front-to-back solution, but how do you choose the right provider for your needs?

Our latest Middle Office Podcast Lee Burchell interviews Jon Anderson to learn more about our Treasury Management platform and the benefits it brings to clients. Links mentioned in this episode: Brochure - SS&C Treasury Management Whitepaper - Driving Alpha with Active Treasury Management Case Study - Treasury Management Emso Treasury Management FAQs

Listen to the latest episode of our Middle Office series where Ken Turchin (Business Development) interviews Parthiv Patel on our Trade Matching and Settlement service. Links mentioned in this episode: SS&C Trade Matching and Settlements Service Matching and Settlement FAQs

Listen to our latest episode in our Middle Office Series to understand the UMR changes that are happening and what you need to do to prepare for these by September 1. Links mentioned in this episode: Blog - Uncleared Margin Rules Phase 6 is Coming - Are You Ready? SS&C's UMR Phase 6 Brochure

It's important to provide your investment operations staff with the tools and technology they need to work efficiently, advance their skills, and gain opportunities to add more value to your firm. In this podcast, Sales Consulting Director Neil McBride shares how SS&C Aloha was built from the ground up with users in focus. Discussion topics include: • Support for today's environment – digital-first, self-service, access from anywhere • Intuitive dashboards, workflows, and exceptions-based operations to streamline activities • Advanced technology's role in reducing staff training needs and boosting staff retention For more information, visit https://www.ssctech.com/solutions/products-a-to-z/aloha.

Listen to the first episode in of our Middle Office podcast focusing on Reconciliation. Bill Bormann, (Director - Business Development at SS&C) interviews Marcella Crossman (Director, Middle Office) to discuss all things reconciliation and how SS&C can help you. Links mentioned in this episode: SS&C Fund Administration Services SS&C Reconciliation Management Brochure

In the ninth episode in the series, SS&C's Scott Holmes talks with James Bilham, Chief Executive Officer and Founder, Verius Risk, to discuss a range of topics related to digital transformation, technology and innovation, including: • New challenges in fighting fraud • The need for data transparency • The opportunity for insurers in the upcoming year • How data can be used to build trust • How insurers can identify fraud more easily

In the fifth installment of our podcast series, SS&C Director Steve Campbell discusses the functional advantages and applications that SS&C Aloha offers clients. Topics covered in this discussion include: •System simplification and workforce uptake •Scalability and flexibility by design •Keeping a close eye on key metrics For more information, visit https://www.ssctech.com/solutions/products-a-to-z/aloha.

With many economies hoping to roar back to life, how will the alternatives industry evolve? What will the next 18 months bring, and how can we improve performance in the future?

Having rebounded impressively during the beginning of the COVID-19 pandemic, private equity firms stand ready to lead the global recovery through their expertise and value-creating capabilities. How are leading fund managers taking the offensive amidst the recovery? How are they working alongside existing portfolio companies to create value in an ever-changing world?

As fixed income continues to underperform and risks for a major equities correction seemingly rise by the day, the future of alternative investments is more important than ever. The path has never been easy, but the stakes are getting higher. In this session, our expert panel of influential allocators share their thoughts on the future of alternative investing.

This overview explains how streamlining fundraising and the digital investor onboarding process helps fund managers commit capital quicker while establishing a foundation for a successful long-term relationship between fund managers and investors.

In 2022, will secondary markets become more prevalent for allocators? Will portfolio companies continue growth trends despite expectations?

Which strategies, sectors and regions are delivering competitive returns? Where will private equity (PE) firms look next? While PE continues its march alongside bullish U.S. equities, high valuations, regulatory changes, SPACs and the impacts of disruptive technologies, how are credit, private equity and Real Estate investors positioning private capital portfolios for growth? Our private markets session assesses the value and threat posed by surging inflow, the increasing preference for co-investment as well as perspective on how the asset class is repositioning itself.

Emerging markets have look been an important diversification opportunity for investors. How has the pandemic impacted the appetite for emerging markets and what does the future hold for this important asset class?

In a digitizing world, how are increasing complexities in underwriting being managed? In this session, our experts discuss how the digitization of the alternative investments industry is creating an opportunity for change and profitability.

Where are the best places to be investing in Real Estate? Is the secondary market still appealing, or is the gateway city making a comeback? Has the office market changed forever? Will Industrials maintain their pandemic strength? Our experts discuss the best opportunities and detail the key factors to consider in this vital asset class.

ESG and socially responsible investing has been profoundly impacted by the COVID-19 pandemic as investors are now forced to take a more granular view of non-financial risk exposures. This includes the examination of corporate governance through the lens of public health, climate events and shifting consumer demands in a low-carbon economy. However, a universally accepted approach to ESG methodology, measurement, benchmarking, and reporting has still not been established. As a result, there are still few safeguards to prevent greenwashing and other forms of disinformation. In a post-COVID world, how are capital allocators and fund managers working to establish industry standards for ESG? Furthermore, how are investors prioritizing ESG factors in the investment process across asset classes?

Asia Pacific has made strides in its focus on clean energy and renewables. China is now the world's leading country in electricity production from renewable energy sources. Singapore recently unveiled its Green Plan 2030, and emerging economies are turning to renewable energy after generational reliance on fossil fuels. This panel discussion examines corporate governance through the lens of public health, climate events and shifting consumer demands in a low-carbon economy. Our experts share how capital allocators and fund managers are working to establish industry standards for ESG and how clean energy investments are set to reshape the industry.

As firms bring on more funds, they see the advantages of outsourcing. But where do you start? What are the key aspects to be aware of when using this model? In this session, our experts provide a detailed overview on how to transition to an outsourced model, challenges and common mistakes to avoid.

It has been a unique and challenging period for emerging managers. Fundraising efforts have been stymied by the pandemic. The safe havens provided by the larger investment houses have dominated allocations. What is the market looking like now? Is the changing global economy and market dynamic opening the door for a new breed of managers to help quench the never-ending thirst for investment diversification? A panel of experts discuss the future path for emerging managers.

The pandemic sent a shock wave through traditional fundraising efforts. In the blink of an eye, an established process and strategy all changed. But are these changes long-lasting? In this session, we focus on the LATAM fundraising scene and hear from some of the largest and most successful fundraisers in the region.

In this episode, we hear from SS&C's Rhys Octigan, Head of Institutional Business, who looks at the challenges facing today's global investment managers as well as the unique needs of Asian and Australian investment managers. Topics covered include: •The challenges of fee pressure, costly infrastructure and complex investments •How investment managers can cut costs, increase efficiency and streamline operations with Aloha •One client's vision of significant gains from Aloha •Arming investment managers to handle Australia's and Asia's diverse and differing needs For more information, visit https://www.ssctech.com/solutions/products-a-to-z/aloha.

In the eighth episode in the series, SS&C's Scott Holmes talks with Richard Marsden, UK&I Director, FinChatBot, to discuss a range of topics related to digital transformation, technology and innovation, including: • What drives insurers to digitize. • Expected solutions in digital transformations. • Areas insurers have prioritized for digitization. • Key challenges insurers face with digitization. • Digitization of the customer journey enables insurers to optimize cross-selling.

In the seventh episode in the series, SS&C's Scott Holmes talks with Carla Jordan, Chief Financial Officer, Emerald Risk Transfer, to discuss a range of topics related to digital transformation, technology and innovation, including: • The growing need for digitizing documentation. • The hybrid work model in South Africa. • How insurers are adapting to new conditions post-pandemic. • The future of the insurer-broker engagement. • How data is helping insurers mitigate risk and underwrite in the new normal.

In this episode of our podcast series, we hear from SS&C's Eric Rocks, VP and Managing Director, with responsibility for our wealth management solutions, about the market forces and business needs that drove the development of SS&C Aloha's capabilities to serve wealth managers. Topics covered in this discussion include: • Challenges wealth managers face today. • Opportunities to advance wealth businesses through technology. • Capabilities from Aloha that will please wealth clients. • Finding the sweet spot: an institutional-strength, simplified operating system. For more information, visit https://www.ssctech.com/solutions/products-a-to-z/aloha.

In the sixth episode in the series, SS&C's Scott Holmes talks with Richard Jeffery, Group Chief Executive Officer, ActiveOps, to discuss a range of topics related to digital transformation, technology and innovation, including: • The challenges to hybrid work environments. • Resource management. • Versatile target operating models. • How insurers can utilize technology to enable hybrid work. • Efficiency gains through data and tech.

In the fifth episode in the series, SS&C's Scott Holmes talks with Maureen Breslin, Head of Customer Services and Operations, New Ireland Assurance, on a range of topics related to digital transformation, technology and innovation, including: • The Pandemic: A digital transformation accelerator? • Busting the WFH myth. • How people management has changed. • The sophisticated application of automation. • Going paperless. • Using data to help drive operations.

In the fourth episode in the series, SS&C's Scott Holmes talks with Rakesh Krishnan, Director, Meru Consulting, to discuss a range of topics related to digital transformation, technology and innovation, including: • The speed of adaptation. • Areas that have needed to change the most in the new normal. • How digital transformation projects run in a virtual world. • How insurers can best prepare for a digital transformation project.

In the second episode of our podcast series, SS&C's Jack Quinn speaks with Dominic Flanagan, Chief Development Officer and the lead technologist behind SS&C Aloha, our transformational investment operations platform built with innovative and advanced technologies. Topics covered in this discussion include: •The single data model designed to ease data management •Persona-and event-driven workflows to foster efficiencies •The microservices architecture that simplifies implementations, upgrades and scalability For more information, visit https://www.ssctech.com/solutions/products-a-to-z/aloha.

In the third episode in the series, SS&C's Scott Holmes talks with Michael Keating, Chief Executive Officer, Managing General Agents' Association, to discuss a range of topics related to digital transformation, technology and innovation, including: • How the role of the MGA has changed. • The need for agility now more than ever. • How data insights help the MGA and drive profits. • Achieving greater operational efficiency. • The new normal for MGAs.

In the first episode of our podcast series, SS&C's Jack Quinn speaks with Christy Bremner, who is a Senior Vice President and General Manager and the driving force behind SS&C Aloha, our transformational investment operations platform with extensive asset class and functional support across the front, middle and back office. Topics covered in this discussion include: •The key challenges that Aloha will help solve •The innovative technologies that power Aloha •The market reaction to this game-changing system The web page referenced in this episode: https://www.ssctech.com/solutions/products-a-to-z/aloha